Employee Rights to Consumers

By default, staff cannot access consumer information until either given admin rights to all open consumers or permission to specific consumers.

There are several options to setup rights to consumers. Contact the Horizon Help Desk for assistance reviewing the best option for your agency.

 

Information related to staff can be maintained in the employee master. When a new staff person starts, the first step is to add them in the employee master.

NAVIGATION: MAINTAIN menu > Master Tables > Employee Tables > Employee Master

1. In the EMPLOYEE NUMBER field, enter an employee number consistent with the other staff numbers. Click the BROWSE button on the field to see the last employee number used.
2. Type the first and last name of the employee.
3. Sandata ID: If the employee will provide EVV reportable services, enter their unique ID.
   1. After you submit the employee to Sandata, the Sandata Registered box will be checked.
4. GENERAL tab
   1. Complete the information you want to track for your staff.
   2. Options include default facility, begin date, email, status, etc.
   3. Staff using the Stratus Mobile App need an email address added in the EMAIL field.
   4. Title field: if you type a title in this field, it will appear with the staff signature as they complete notes.
5. CHANGE TRACKING tab
   1. This tab is used to track changes to the employee name or title.
6. HOME ASSIGNMENT tab
   1. This tab is used for Load My Homes in Attendance Entry. Enter the homes the employee will be entering attendance
   2. If the employee should have access to all clients in the system, check the RIGHTS TO ALL CONSUMERS checkbox
   3. this will allow the user to enter service or documentation for all consumers in the system.
7. MOBILE INFORMATION tab
   1. If you use the StratusMobile app, this tab will show the device that the employee has registered. 
   2. Mobile Device: if the app is successfully registered, the dropdown will show Enabled. Select ERASE LOCAL PHONE DATA to remove the data from the employee's device.
8. CREDENTIALING tab
   1. This tab can be used to track specific credentials for the employee.
   2. If you want a title or credential intials to show with the employee signature on the notes, enter it on the General tab/Title field.
9. NOTES tab - text field to type any notes you want to add to the employee record
10. The minimum information required for the system to work properly is the employee number and name.
    1. Staff using the Stratus Mobile App need an email address added in the EMAIL field.
    2. All other information is optional.
11. After you have entered all the information your organization is tracking, click the SAVE button at the top of the screen.
12. To edit employee information, select the employee, change the information and click SAVE at the top of the screen.

Employee Rights

NAVIGATION: MAINTAIN menu > Master Tables > Employee Tables > Employee Rights

Admin Rights

This process will give the user access to ALL CONSUMERS in the system.

1. EMPLOYEE NUMBER: select the employee.
2. Click the ASSIGN ADMIN RIGHTS icon.
3. A prompt will appear that says 'This process will assign rights to all open consumers. Continue?'. Click YES.
4. When the process is complete, an INFORMATION dialog box will appear stating Process Complete. Click OK to continue.

Rights to Specific Consumers

This process will allow you to restrict staff access to consumer information based on the facilities they work in.

1. EMPLOYEE NUMBER: select the employee
2. FACILITY: select the facility the staff will be working in
3. In the grid, a list of all the consumers who are open to the facility you selected will appear. Click the CHECK ALL icon to select all the consumers.
4. Click SAVE at the top of the dialog box.
5. Repeat the steps for each facility the staff work in.

VIDEO: How to Assign Employee Rights to Consumers

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388